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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 4426 |
SEEDPG
4426
S.E.E.D. Planning Group
Binghamton,
New York
| $344M | -$6.53M | -2% | 1.73% | 50.4% | 100 | 25% |
|
| 4427 |
GLCM
4427
Greenlea Lane Capital Management
Weston,
Connecticut
| $344M | +$1.64M | +0.5% | 9.08% | 119% | 10 | 30% |
|
| 4428 |
TF
4428
Threadgill Financial
Spring,
Texas
| $344M | +$101M | +42% | 1.93% | 49.3% | 59 | 32.2% |
|
| 4429 |
FMB
4429
Field & Main Bank
Henderson,
Kentucky
| $344M | -$3.32M | -1% | 0.76% | 86.2% | 266 | 4.14% |
|
| 4430 |
SMG
4430
Smart Money Group
Eastland,
Texas
| $344M | +$851K | +0.2% | 1.65% | 58.9% | 88 | 7.95% |
|
| 4431 |
TCMNY
4431
Thrive Capital Management (New York)
New York
| $344M | -$8.4M | -2% | 29.5% | 282% | 5 | 20% |
|
| 4432 |
BA
4432
Ballast Advisors
Woodbury,
Minnesota
| $344M | -$18.9M | -5% | 1.82% | 60.4% | 408 | 58.09% |
|
| 4433 |
CWM
4433
Cedar Wealth Management
Walnut Creek,
California
| $344M | +$9.23M | +3% | 0.59% | 53.2% | 237 | 64.14% |
|
| 4434 |
LWM
4434
Long Walk Management
Greenwich,
Connecticut
| $344M | -$106M | -24% | 9.77% | 261% | 13 | 38.46% |
|
| 4435 |
MJP
4435
Michael J. Puzo
| $343M | -$23.9M | -7% | 1.69% | 60.3% | 77 | 20.78% |
|
| 4436 |
JF
4436
Joule Financial
Lexington,
Kentucky
| $343M | +$9.53M | +3% | 1.5% | 55.5% | 119 | 12.61% |
|
| 4437 |
TCOO
4437
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $343M | +$322K | +0.1% | 0.37% | 88.7% | 151 | 19.87% |
|
| 4438 |
LKIM
4438
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $343M | +$7.05M | +2% | 10.2% | 64.5% | 62 | 4.84% |
|
| 4439 |
WIA
4439
Westbourne Investment Advisors
Annapolis,
Maryland
| $343M | -$19.4M | -5% | 4.51% | 89.4% | 122 | 10.66% |
|
| 4440 |
AWA
4440
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $343M | +$7.32M | +2% | 0.56% | 42.9% | 279 | 9.32% |
|
| 4441 |
MKC
4441
M. Kraus & Co
Shelburne,
Vermont
| $343M | -$15.3M | -4% | 0.02% | 51.8% | 86 | 9.3% |
|
| 4442 |
FCM
4442
Fieldview Capital Management
Niles,
Michigan
| $343M | -$246M | -42% | 3.83% | – | 736 | 72.28% |
|
| 4443 |
VST
4443
Van Strum & Towne
San Francisco,
California
| $343M | -$15M | -4% | 1.95% | 50.9% | 118 | 9.32% |
|
| 4444 |
FA
4444
FC Advisory
West Chester,
Pennsylvania
| $342M | -$5.58M | -2% | 1.83% | 42.9% | 118 | 3.39% |
|
| 4445 |
CWA
4445
Consilio Wealth Advisors
Bellevue,
Washington
| $342M | +$492K | +0.1% | 4.17% | 53.3% | 112 | 22.32% |
|
| 4446 |
VRM
4446
Vectors Research Management
New York
| $342M | +$14.7M | +4% | 2.33% | 67.3% | 144 | 17.36% |
|
| 4447 |
RW
4447
Regimen Wealth
Atlanta,
Georgia
| $342M | +$301K | +0.1% | 1.12% | 28.5% | 80 | 17.5% |
|
| 4448 |
WPA
4448
WIT Partners Advisory
Singapore
| $342M | +$53.2M | +18% | 2.37% | – | 18 | 22.22% |
|
| 4449 |
SC
4449
Slotnik Capital
Dallas,
Texas
| $342M | -$87.5M | -20% | 20.1% | – | 50 | 82% |
|
| 4450 |
YCM
4450
Yakira Capital Management
Westport,
Connecticut
| $342M | +$44.4M | +15% | 1.83% | 77.4% | 244 | 43.44% |
|